OUR TEAM

* indicates shareholder

Leadership Committee

DaveFulton2021

DAVID C. FULTON, JR., CFA*

Co-Chairman & Chief Executive

Carl J. Tippit, CFA*

Co-Chairman

Trent M. Meyerhoefer*

Chief Financial Officer

Gregory P. Althans, CPA/PFS, CFP®*

Vice Chairman, Head of Wealth Strategy

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

President

Aneet P. Deshpande, CFA*

Chief Investment Officer, Executive Managing Director

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Satricia A. Rice, JD, CFA, CIMA®*

Executive Managing Director and Head of Private Client Group

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Michael P. Shebak III*

Executive Managing Director and Head of Institutional Consulting

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Svetlana M. Loshakov, CFA*

Head of Investments, Senior Managing Director

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director, Corporate Development

MikeMoss2021

Andrew Wallerstein

Chief Executive Officer, Avalon Trust

Private Client Group

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Satricia A. Rice, JD, CFA, CIMA®*

Executive Managing Director and Head of Private Client Group

Gregory P. Althans, CPA/PFS, CFP®*

Vice Chairman, Head of Wealth Strategy

Anthony G. Micheli, CPA*

Senior Managing Director

Cara M. Wood, CFA, CAIA

Senior Managing Director

Cindy L. Steeb, JD

Senior Managing Director, Trust Administration Services

David A. McClearn, CFA*

Senior Managing Director

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David J. Rubis, CPFA, AIF®*

Senior Managing Director

GregLonczak2021

Gregory Q. Lonczak, CFP®*

Senior Managing Director

James R. Pruce, CFP®, CPA*

Senior Managing Director

JohnMarino2021

John Marino, CFP®, CPA*

Senior Managing Director

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Jonathan A. Watts, CPA*

Senior Managing Director, Tax

Maureen Leneghan, CPA, CFP®*

Senior Managing Director, Financial Planning

MichaelDearden2021

Michael S. Dearden, ATP®*

Senior Managing Director

MichaelDearden2021

Ron Ulle, CFA

Senior Managing Director

MichaelDearden2021

SCOTT P. SNOW, CPA, CFP®, CIMA*

Senior Managing Director

Theodore J. Robbins, CPA , CFP®*

Senior Managing Director

Tracy A. Jemison, II, CPA*

Senior Managing Director

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Andres Arsuaga, CFA

Managing Director

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Andrew Awad

Managing Director

Haley J. Schubert, CFA, CFP®*

Managing Director

James T. Thomas, CPA

Managing Director, Tax

JoeBaranek2021

Joseph Baranek, CFP®

Managing Director

Lisa M. Chavez, CPA

Managing Director, Tax

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Bryse D. Cirjak, CFP®

Director

Gina G. Gurganus, CFP®

Director

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Jeff Cornelius

Director, Client Services

JoeBaranek2021

Tom Kotick, CPA, CFP®

Director, Trusts & Estates

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Adam T. Clare, CPA, CFP®

Supervisor, Tax

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Debra Richards

Supervisor, Tax

Teresa A. LaCorte, CPA

Supervisor, Tax

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Doug Wiedemann, CPA, CFP®

Senior Associate

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Dylan C. Gardner

Senior Associate

Emily C. Hajec

Senior Associate

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Jessica G. Martin, CPA

Senior Associate

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Max Zarick, CPA, CFP®

Senior Associate

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Becca Rak

Planning Associate

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Ben Kaplan

Planning Associate

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Christine Trunk, EA, ATFA

Planning Associate

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Constance Allen

Planning Associate

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Daniel C. Francy

Planning Associate

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Jacinto T. Cuellar

Planning Associate

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James Paul R. Jackson

Planning Associate

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Kaila M. Unger

Planning Associate

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Kiana Woodgett, EA

Planning Associate

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Liz Piper, EA

Planning Associate

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Marybeth L. Setele, FPQP®

Planning Associate

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Nico Cefaratti

Planning Associate

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Nimita Naik, CFP®

Planning Associate

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Samantha Sutton

Planning Associate

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Kaitlyn Hartburg

Family Office Professional

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Angela Bitting

Senior Client Service Associate

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Allison E. Schaefer

Senior Client Service Associate

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Chelsea Enslow

Senior Client Service Associate

Kimberly A. Herbst

Senior Client Service Associate

Peggy E. Shalala

Senior Client Service Associate

Sheena Paulic

Senior Client Service Associate

Susan A. Svenson

Senior Client Service Associate

Tricia Cindric

Senior Client Service Associate

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Alexandra Bair

Client Service Associate

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Chris Markley

Client Service Associate

Laurie Johns

Client Service Associate

Luke Sommer

Client Service Associate

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Rachael Brake

Client Service Associate

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Beatrice Cooper

Administrative Assistant, Tax

Institutional Consulting Group

Michael P. Shebak III*

Executive Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Douglas Krapf*

Senior Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

JohnColla2021

James Barsella*

SENIOR MANAGING DIRECTOR

JohnColla2021

John F. Colla, CFA*

SENIOR MANAGING DIRECTOR

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Lawrence M. Carone, CFA, CAIA*

Senior Managing Director

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Matthew Shannon, CIMA®*

Senior Managing Director

Brian T. Wunderle, CFA*

MANAGING DIRECTOR

David Wohlabaugh, CFS®

MANAGING DIRECTOR

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Matthew J. Kolenich, CPFA, AIF®

Managing Director

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Sharon Whitacre, CFP®, CIMA®

Managing Director

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Joseph T. Adams, CFA, CAIA

Director

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Alexander Shannon

Director, Business Development

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Kristen Low, CPFA

Senior Associate

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BENJAMIN L. DEHAAN

Associate

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Claire Xu

Associate

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John P. Lenehan

Associate

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Gareth J. Hannigan

Senior Client Service Associate

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Kristin Light

Senior Client Service Associate

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Samantha Karoly

Senior Client Service Associate

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Patti Noel

Senior Performance Analyst

KarenBuckley2021

Karen T. Buckley

Institutional Coordinator

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Rachel Welch

Institutional Coordinator

Research & Investment Management

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Aneet P. Deshpande, CFA*

Chief Investment Officer, Executive Managing Director

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Svetlana M. Loshakov, CFA*

Head of Investments, Senior Managing Director

Daniel Meges*

Chief Economist & Head of Public Equity, Senior Managing Director

JAMES D. AWAD

Senior Managing Director

Joseph D. Boushelle, CFA, CAIA*

Senior Managing Director, Alternatives

Thomas M. Seay*

Senior Managing Director, Research

Allen W. Dengler

Head of Portfolio Management, Managing Director

AndrewBurger190724

Andrew Burger, CFA

Director, Portfolio Management

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Mike McLelland, CFA, CAIA*

Director, Alternative Investments

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Michael G. Kuebler

Analyst, Research

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Adam Felten

Senior Portfolio Manager

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John Rodriguez

Senior Portfolio Manager

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Konstantin Goldberg

Associate Portfolio Manager

ErinGray2021

Steve Drum

Associate Portfolio Manager

ErinGray2021

Sydney P. Van Scoy

Associate Portfolio Manager

ErinGray2021

Michael S. Fedeli

Portfolio and Business Development Associate

Kimberly D. Trnavsky

Alternatives Investment Specialist

SueWitalis2021

Susan E. Witalis

Trader

Reporting & Operations

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Bianca L. Friscan*

Senior Managing Director, Operations

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Jessica Ackermann

Director, Institutional Reporting Operations

Mitchel H. Green

Director, Institutional Operations

Sandra J. Wallenhorst

Senior Associate, Reporting

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Kyle Shuki

Senior Performance Analyst

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Nate Rearick

Senior Performance Analyst

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Mark R. Cleary

Performance Analyst

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Patrick Boehmer

Performance Analyst

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Colin Smith

Associate Performance Analyst

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Jacob Stefko

Associate Performance Analyst

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Seth Rambo

Associate Performance Analyst

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TJ Conway

Reporting Associate

Bonny L. Constantino

Database Coordinator

Maureen A. Berthelot

Database Coordinator

Administration

Steven F. Wolken*

Chief Compliance Officer

Lauren K. Hughes, CPA

Controller

DennisKasper2021

Dennis M. Kasper*

Senior Managing Director, Information Technology

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Jane F. Battes, SPHR*

Senior Managing Director, Human Resources

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Edward Mielcarek

Managing Director, Information Technology Operations

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Mitchell R. Herringshaw

Managing Director, Systems & Operations Integration

Jennifer D. Lucas

Office Administrator

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Heather K. Hughes

HR Generalist | Recruiter

MonicaFletcher2021

Bob Lavin

Senior Associate, Compliance

MonicaFletcher2021

Kelsey A. Alletto

Senior FP&A Analyst

MonicaFletcher2021

Monica A. Fletcher

Senior Associate, Marketing

MonicaFletcher2021

Mysha Bryan

Associate, Corporate Development

Shereen H. Abuzahriyeh

Associate, Information Technology

Amber N. Coletta

Senior Business Analyst

ErinGray2021

Erin D. H. Gray

Business Analyst

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Daniel J. Usay

PMO Manager

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Sarah Duran, CPA

Senior Staff Accountant

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Kim Kozak

Accountant, Finance

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Lauren Simonski

Staff Accountant

Devra G. Woodard

Receptionist

YOUR FUTURE IN FOCUS

At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.

Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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